Occupation Types: Financial Services/Financial Analysis

Manager, Financial Services

At Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future.  It’s more than conducting a banking transaction, it’s about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their financial decision-making. We prioritize growth and efficiency while never compromising on the financial well-being of our members. We do this by lending an ear to each member’s unique needs throughout Saskatchewan, ensuring personalized solutions.

Our employees are authentic, bold, creative, and responsible. They are the reason we consistently deliver outstanding member experiences. They’re more than just individuals who come to work each day, each employee is a vital part of Conexus.

We acknowledge that our Conexus offices and facilities are located on Treaty 2, 4, 5, 6, 8 and 10 lands. These are the traditional lands of the Cree, Dakota, Dene, Lakota, Nakota and Saulteaux peoples, as well as the homeland of the Métis.

The bigger picture

We’re looking for a dynamic leader who loves to coach and help others succeed to come on board as a Manager, Financial Services (MFS) supporting the branch in Lemberg, Saskatchewan.

How you’ll be spending your time

  • Leading your team to ensure our members receive financial solutions to meet their needs and improve their financial well-being
  • Coaching and supporting your team to achieve individual and company sales goals working in a sales growth environment
  • Empowering your team to build meaningful, supportive relationships with their members
  • Collaborating with leadership peers to achieve objectives and targets

The way people describe you

  • A motivator who supports individuals, teams, projects, and initiatives within their department and the organization
  • A collaborator who continuously seeks, identifies, and shares ideas for improvement to increase efficiency
  • A strategic thinker with strong technical knowledge in financial products and services.
  • A strong facilitator who demonstrates an ability to communicate effectively and build relationships with others.

The experience you bring

  • 5 years’ experience in complex consumer lending and investments
  • 2 years’ experience in a formal or informal leadership role
  • Sales or sales coaching experience

Salary Range

  • $67,440 – $84,300 with 10% Short Term Incentive Target

Benefits and Perks

Our employees’ performance and achievements are critical to the success of our members’ credit union. It’s the reason we ensure that our employees have access to various perks and benefits that support them in bringing and being at their best. Not just at work, but in life.  Some of these extra’s include, but are not limited to, the following:

  • Preferred rates for all your banking needs helping to make life more affordable
  • Generous vacation benefits with 10 additional paid days off giving you time to spend on what’s most important to you
  • Competitive benefit package options covering off all aspects of personal wellness
  • 7% pension matching after 1 year of employment to support you towards retirement

What you get in return

Our team works tirelessly to ensure the financial success of each of our members. We think such dedication deserves recognition. Come, join our crew, and find out just how sweet the rewards can be:

  • Industry leading work-life balance and rewards
  • Formal and informal employee development
  • Meaningful work that makes a real difference in our members’ lives
  • Being part of the vibrant community of Lemberg! To learn more about this crossroads community, visit the links below:

We are excited to welcome candidates who bring a blend of academic, professional, and volunteer experience that sets them apart. Research shows that many applicants tend to apply only when they meet every qualification of the role. However, we encourage you to explore opportunities that closely match your skillset and experience. We truly value diverse backgrounds and varied experiences, as we are dedicated to creating inclusive and diverse workplaces. You might just be the ideal addition to our team that we’ve been searching for! This opportunity closes on January 7, 2024, so apply now! If you have questions about this position, please contact Shaulen Lang at jobs@conexus.ca.

 

Supervisor, Member Services

The Supervisor, Member Services supports Interior Savings’ vision of sales & service excellence by developing and facilitating a professional team that is efficient and effective in serving member needs and achieving branch goals & objectives.

Through personal strengths in communication, leadership, and initiative you will assist the Branch Manager in fostering a positive team environment of employee performance excellence by coaching, training and mentoring Member Service Advisors. You possess the ability to work under pressure with a keen attention to detail and accuracy and will ensure high service standards are achieved by all staff.

Through your coaching and leadership, you will assist your Branch Manager in leading the team to increase member participation levels and ensure Interior Savings is their primary financial institution. You are responsible for assisting with sales and services strategies in support of your branch business goals. As a coach and leader, you are actively engaged with your team on strategies to meet the immediate needs of the members while looking for additional opportunities to grow the business and to educate members on alternative channels. You foster a positive team environment through proactive participation in providing assistance to your staff and take an active role in their career development activities.

You will assist the Branch Manager in maximizing the results of your team by developing, communicating and executing monthly business plans that are aligned with the corporate strategies and contribute to the overall success of the Credit Union by demonstrating behaviours that are consistent with Interior Savings’ Vision, Mission, and Values.

You will participate in the interviewing and hiring process for new staff, as required while ensuring proper scheduling of employees in order to provide excellent member service. You will coach to and follow the organizational business model when referring members, preparing for meetings and uncovering needs. You will work in conjunction with the Branch Manager to develop performance standards and conduct performance appraisals and address member complaints and inquiries as required. You will also perform other duties as assigned.

What we offer:

  • Employer paid vacation
  • Benefits Program
  • Retirement Plan
  • Employee Assistance Program
  • Employer paid training/education
  • Special banking perks
  • Work-life balance

The salary range for this position is $62,549 to $74,266 and starting salary will be based on related education, training and experience. This position will work 37 hours per week. 

 Qualifications

  Education

  Required

High School Diploma or better.

Experience

Required

Knowledgeable in a full range of investment products.

Comprehensive understanding of credit products and procedures.

4-6 years: Job-related experience in a financial sales & services environment.

Preferred

Supervisory experience considered an asset.

Senior Commercial Advisor

Senior Commercial Advisor – Emerald Park Branch

Do you want to be a part of an organization where you can empower your members to succeed in life and business? Do you want to work somewhere where you can take the time to listen and understand each person’s story? At Cornerstone Credit Union we are looking for a proactive Senior Commercial Advisor who will identify an opportunity and know how to run with it.

As a Senior Commercial Advisor, you will be a champion for our members’ businesses, you will be committed to delivering flexible business solutions, providing professional business expertise and presenting timely business advice to help our members realize their short- and long-term goals. You will have the opportunity to grow the commercial lending portfolio, by creating your own sales pipeline by building relationships within the communities we serve. No day is ever the same! Whether it’s providing proactive client solutions, stellar service and support, consultation sessions or financial advice, putting our members first is what we are all about.

We are looking for someone who is:

  • A subject matter expert in the area of commercial business; providing innovative and creative solutions and being there every step of the way for our members to ensure they reach their business and personal dreams.
  • In-depth knowledge of lending with progressive experience in a sales and service industry of 7 to 10 years backed by post-secondary education in business, finance, accounting or equivalent combination of education and experience.  Additional designation in a professional business or accounting designation would be beneficial.
  • Experience in managing an assigned portfolio consisting of large market enterprise accounts.
  • The ability and confidence to anticipate opportunities, turn them into an action plan and then into reality.
  • A self-motivated and driven individual able to take on challenges that are a stretch but not unrealistic.
  • A track record of dealing with high complex business developing situations ensuring a healthy balance between opportunity and risk, growth and profitability while guiding our members along in their decision making and being open to what they have to say.
  • Going above and beyond in providing exceptional member service; members will want to tell their family and friends all about you!

You’ll receive competitive compensation, great benefits, and matched pension contributions. We also offer performance incentives and wellness and employment perks.

The cherry on top is the great people who work at Cornerstone. Our team is caring and supportive, and community is at the heart of everything we do. We are proud to be one of Saskatchewan’s Top Employers for the seventh straight year.

Choose a rewarding career at Cornerstone Credit Union.

Financial Analyst

Do you have experience in financial analysis? Do you embrace change and thrive in an ever-evolving work environment? Do you have exceptional communication skills with a proven track record of accuracy and attention to detail? Do you know what it takes to succeed in the competitive financial services market?

If so, we’d like to hear from you!

We’re seeking a Financial Analyst to join our team. Reporting directly to the Senior Manager: Treasury & Risk Analytics, the Financial Analyst fulfills a senior support role in the Finance Department, with shared responsibility for various Finance, Treasury and Accounting functions. This role provides information to support Kootenay Savings Credit Union’s Asset and Liability management strategies and policies, and verifies data integrity for numerous reports. In addition, the incumbent is responsible for preparing various financial and profitability reports, including completing various projects requiring interpretive analyses.

The ideal incumbent will possess:

  • A bachelor’s degree in accounting, finance, or business administration
  • A minimum of three years’ experience of progressive, relevant financial analysis, reporting experience in a related environment
  • Completion of a professional accounting program (CPA, CA, CMA, CGA, CFA, or CTP)
  • Experience with Asset Liability Management
  • Strong analytical skills with the ability to extrapolate pertinent information from reports and spreadsheets to provide sound business recommendations
  • Strong understanding of computer technology, including advanced Excel spreadsheet skills and hands-on experience using standard accounting package and reporting software
  • Demonstrated accuracy and attention to detail
  • Ability to communicate well with others, both verbally and in writing
  • Ability to work effectively as part of a team by demonstrating a high regard and respect for colleagues and a willingness to support the efforts of others
  • Ability to organize work and meet deadlines in an environment of constantly changing priorities

Or equivalent education and/or experience.

Why work for us?

We know that our dedicated employees give us a lot and are key to our success; in return, we offer a total rewards package that includes:

  • Competitive salary of $68K – $80K based on skills and experience
  • Competitive benefits including extended health, dental and vision coverage
  • Health care and personal spending accounts
  • Paid vacation, sick time, and floating holidays
  • Confidential employee and family assistance program
  • Continual training, development, and coaching
  • Unique staff benefits on products such as bank accounts, loans and mortgages
  • The opportunity to build a satisfying career in an organization that incorporates many leading-strategic initiatives
  • Being part of an organization that puts their community and employees first
  • Being part of a talented and dedicated team who improve our members’ financial lives

KOOTENAY SAVINGS CREDIT UNION

We’re the region’s leading credit union with over $1 billion in assets, over 35,000 members and over 200 employees. Our Corporate Office is in Trail, BC, along with our Member Service Centre and we have eleven branches throughout the Kootenays offering retail and commercial banking services. We’re community-minded and continue to strive to fulfill our vision to be the best provider of financial services and the best place to work in the communities we serve.

For more information about Kootenay Savings, please visit kscu.com.

For more information about the Kootenay regions, please visit imaginekootenay.com.

Please apply online through the careers section of our website at kscu.com to upload your resume and complete the application questions.

Closing date:  November 19, 2023

We thank all applicants for their interest; however, only short-listed applicants will be contacted.

Director, Payments

SaskCentral is owned by Saskatchewan credit unions to serve and represent their collective interests. We add value through the sound investment of credit union funds on deposit. Our employees tell us SaskCentral is a great place to work where you can have a challenging, rewarding career with a competitive salary and excellent benefits.

Our commitment to inclusion, diversity, equity, and accessibility: We celebrate strength in diversity as it contributes to our collective success. We encourage applicants with diverse backgrounds and experiences to apply for roles that interest them. Your individuality is welcome here.

Director, Payments 

SaskCentral is focused on an enterprise-wide journey dedicated to ensuring the success and financial viability of Saskatchewan credit unions. Acting as a utility, we are dedicated to ensuring access to clearing and settlement functions through our own clearing capability as well as that of owned and partner entities.

The Job

The Director of Payments is responsible for overseeing and optimizing all payment operations at SaskCentral. You work collaboratively with a talented team and various stakeholders to develop and implement strategies that enhance efficiency and effectiveness for our member credit unions.

Reporting to the Chief Executive Officer (CEO), this role works closely with both internal and external cross-functional teams, representing SaskCentral with partner organizations to lead payment strategies in alignment with the organization’s major initiatives.

You will develop and execute a payments strategy aligned with SaskCentral’s purpose, vision, and strategy that addresses the risks and opportunities through payments modernization. You will develop and lead change management initiatives, fostering a culture of customer-centricity across the organization.

The Candidate

We want to hear from you if you are regarded in the industry as subject matter expert with deep professional knowledge on Payments products, payments modernization in Canada. The successful candidate will have exceptional interpersonal skills and 10 years of experience with demonstrated success at leading, planning and managing business and operational performance. You will be adept at thinking long term, identifying risks and opportunities for both the immediate and longer-term horizons.

Interested applicants are invited to submit their resume in confidence by the end of day Friday, November 24, 2023 on the SaskCentral Career Page.

We thank all applicants for their interest.  Those selected for an interview will be contacted.

Assistant Manager, Central Operations (Compliance)

Together, Let’s Do Great Things!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are seeking and Assistant Manager, Central Operations, so if you’re passionate about improving people’s financial health and have experience with anti-money laundering and fraud mitigation we’d like to hear from you.

What’s the role?

The Assistant Manager, Central Operations (Compliance) is primarily responsible for supervising  functions related to anti-money laundering and fraud mitigation, and services provided to branch operations with regards to/not limited to clearing administration, loans administration, document administration.  As Assistant Manager, Central Operations you have the ability to interpret and apply legislative changes, provide guidance around regulatory requirements, and develop policies/procedures to achieve regulatory compliance and mitigate fraud loss. In addition to this, you are accountable for the overall leadership, supervision, coaching, and continuous development of team members. You work with focus to provide support and information to the department and branch employees. This position will report to both the Manager, Central Operations and the Senior Manager, Operations, Compliance & Fraud

Your duties will include:

  • Ensure that the anti-money laundering and anti-fraud/fraud mitigation functions are reviewed on a regular basis and approved changes are implemented accordingly.
  • Provides input to the Manager, Central Operations and/or Senior Manager, Operations, Compliance & Fraud to ensure that an annual plan, budget and business volume targets are established for Central Operations.
  • Design continuous improvement processes and conducts regular evaluations and follow-up with Central Operations and branch staff to determine the effectiveness of services programs delivered.
  • Monitor activities to promote efficient servicing of branch and operational requirements.
  • Monitor the completion of processing, reconciling and settlement functions as related to operations.
  • Supervise the interpretation and application of legislative changes to ensure that all parties abide by the legislation.
  • Ensure that information is accurately reported to FINTRAC in regards to Large Cash Transaction and Electronic Funds Transfers.
  • Accountable for the overall findings and escalation resulting from Suspicious Transaction Reports, Politically Exposed Foreign Person processes, Fraud Incident reports, AML processes relating to CCFMI, and memberships with CRA or RCMP Production Orders and reclassification.
  • Provide guidance to the branches and departments with operational procedures to meet regulatory requirements and reduce losses.
  • Provide guidance to the branches and departments with operational procedures to increase efficiencies.
  • Review applicable processes and policies on an ongoing basis to determine efficiencies and bring forward recommendations
  • Provides effective leadership by creating a trusted environment that fosters collaboration and innovation, ensures a respectful, engaging and productive work environment and positive culture.
  • Accountable for the overall leadership, supervision, coaching, and development of the area employees.
  • Assists with the development and engagement of an employee culture that inspires innovation, creativity, collaboration, diversity and supports achievement of the business goals and increased employee productivity.

What are we looking for?

  • Bachelor’s Degree or Diploma requiring 3-4 years of full-time study or have an equivalent combination of education and experience.
  • A minimum of six (6) years progressive financial experience or an equivalent combination of education and experience.
  • AML Designation/Certification from The Canadian Anti-Money Laundering Institute (CAMLI) or equivalent AML institute.
  • Educational/work experience background in risk management, fraud investigation and anti-money laundering.
  • Solid understanding of service levels, branch operations, products and services.

Ideally, you are a flexible, collaborative team player with:

  • Extensive experience in FINTRAC Reporting requirements.
  • Proven experience in providing detailed and accurate information to third parties.
  • Extensive experience in risk management, fraud investigation and anti-money laundering.
  • Advanced research skills and advanced strategic and creative thinking skills.
  • Advanced proficiency with Microsoft Office products, including Word and Excel.
  • Advanced understanding of audit procedures.
  • Solid knowledge and experience of fraud activities and loss prevention.
  • Have a demonstrated ability to coach and motivate a team of representatives.

Who are we?

Since first forming in 1946, Coastal Community has grown to become the largest financial services provider based on Vancouver Island. We’re proud of the legacy we’ve built and the things that make us who we are:

  • We’re 100% member-owned, with all decisions made locally—right here on Vancouver Island.
  • We’re a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centres, plus our wide range of online and digital services.
  • We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.

If you join us you’ll work hard, but have a lot of fun along the way. We offer a generous compensation package and a great work/life balance because we want you to spend your career here. Many people do!

Director, Enterprise Risk Management

Director, Enterprise Risk Management

SaskCentral provides a balance of energy and support to employees. Under the direction of a new CEO, SaskCentral is on a focused enterprise-wide journey dedicated to ensuring the success and financial viability of Saskatchewan credit unions. To support this journey, we have an exciting opportunity for a dynamic, trusted professional to develop and maintain risk management frameworks and policies that promote a forward-looking risk culture that stresses integrity and effective risk management throughout SaskCentral.

The Job

The ERM function is expected to have processes and controls in place to assess the accuracy of potential business line risk information or analysis and offer objective reporting to the board, the risk committee and senior management.

Reporting to the Chief Risk Officer (CRO), you will influence SaskCentral’s risk-taking activities while remaining unbiased and providing an objective view to the risk committee, operations within the ERM framework and in the ongoing assessment of risk-taking activities.

This position provides oversight to SaskCentral’s annual ICAAP, continuity management program and recovery plan framework.  You will oversee risk management frameworks and policies in accordance with regulatory requirements and identify, measure, monitor and report on potential risks at an enterprise level. This role provides oversight and challenges practices, when necessary, with both internal and external committees to support the ERM practices of SaskCentral.

The Candidate

The successful candidate will have in-depth knowledge of ERM frameworks and 10 years of experience with financial institution risk management. You will have an undergraduate degree in finance and/or risk-related field, preferably complemented with a risk management-related certification or designation (e.g. CPA, CFA, FSA). You use advanced reporting applications for financial and risk modeling/reporting. Coding in risk-related software or Excel is desirable but not required.

Interested applicants are invited to submit their resume in confidence by the end of day Thursday, October 5, 2023 on the SaskCentral Career Page.

Our commitment to inclusion, diversity, equity and accessibility: We celebrate strength in diversity as it contributes to our collective success. We encourage applicants with diverse backgrounds and experiences to apply for roles that interest them. Your individuality is welcome here.

We thank all applicants for their interest.  Those selected for an interview will be contacted.

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